Add a User to Fathom Analytics

Step-by-step guide to inviting team members and granting access to Fathom Analytics sites

Overview

Granting a team member, client, or collaborator access to your Fathom Analytics sites is straightforward. This guide walks you through the complete process, from preparation to verification.

Prerequisites

Before inviting a user, ensure you have:

Required Information

User's email address (preferably work email)
List of sites the user should access
Account owner access (only owners can invite users)
Sufficient user slots on your plan (check plan limits)

Access Requirements

You must be the account owner to invite users. Team members cannot invite other users.

To verify you're the owner:

Log into Fathom Analytics
Go to Settings > Account
Check "Account Owner" field

Plan Limits

Check your plan's team member limit:

Starter: Limited team members (typically 1-3)
Growth: More team members (typically 5-10)
Business: Unlimited team members

If you've reached your limit, upgrade your plan before inviting new users.

Step-by-Step: Add User Access

Step 1: Access Team Settings

1. Log into Fathom Analytics

Visit app.usefathom.com
Enter your credentials
Access your dashboard

2. Navigate to Site Settings

Select the site you want to share
Click Settings (gear icon)
Click Team or Sharing tab

Alternative: If sharing multiple sites, you can invite from account settings:

Click your avatar (top right)
Select Account Settings
Go to Team Members

Step 2: Initiate Invitation

1. Click "Invite Team Member"

Look for button labeled "Invite Team Member" or "Add Team Member"
Click to open invitation dialog

2. Enter Email Address

Email: collaborator@company.com

Best practices:

Use work email (not personal)
Double-check spelling
Verify email is active

3. Select Sites to Share

Choose which sites the user can access:

Single Site:

☑ marketing.com
☐ blog.marketing.com
☐ app.marketing.com

Multiple Sites:

☑ marketing.com
☑ blog.marketing.com
☐ app.marketing.com

Recommendation: Grant access only to sites the user needs (principle of least privilege).

Step 3: Send Invitation

1. Review Details

Verify before sending:

Email address correct
Appropriate sites selected
User will have read-only access

2. Click "Send Invitation"

Button sends invitation immediately
User receives email from Fathom
Invitation valid for 7 days

3. Confirmation

You'll see:

✓ Invitation sent to collaborator@company.com

Invitation now appears as "Pending" in team member list.

Step 4: Notify the User

Send follow-up email to the user:

Subject: Fathom Analytics Access - [Site Name]

Hi [Name],

I've invited you to view analytics for [site name(s)] in Fathom Analytics.

What to do:
1. Check your inbox for email from Fathom Analytics
2. Click the invitation link
3. Create a Fathom account or log in if you already have one
4. Access granted automatically upon acceptance

Dashboard URL: https://app.usefathom.com

The invitation expires in 7 days, so please accept it soon.

Let me know if you have any issues accessing the dashboard.

Thanks,
[Your Name]

Optional additions:

Quick start guide
Key metrics to focus on
Reporting schedule
Contact for questions

Step 5: User Accepts Invitation

User's experience:

1. Receives Email

From: Fathom Analytics <noreply@usefathom.com>
Subject: You've been invited to view analytics for [site]

[User Name] has invited you to view analytics for [site name].

[Accept Invitation Button]

2. Clicks "Accept Invitation"

Redirects to Fathom login/signup page
If existing user: Log in to accept
If new user: Create account to accept

3. Gains Access

Automatically redirected to site dashboard
Can view analytics immediately
Read-only access (cannot modify settings)

Step 6: Verify Access Granted

1. Check Team Member List

After user accepts:

Go to Settings > Team
Verify user status changed from "Pending" to "Active"
See user's email and access date

2. Confirm with User

Ask user to verify:

They can access the dashboard
They see the correct site(s)
Data is displaying properly

3. Test Access

User should be able to:

✓ View pageviews
✓ See referrer sources
✓ View goal conversions
✓ Export reports (if plan allows)

User should NOT be able to:

✗ Access billing
✗ Modify settings
✗ Add/remove sites
✗ Manage other users

Managing Multiple Users

Adding Multiple Users at Once

Fathom doesn't support bulk invitations. To add multiple users:

1. Create list of users:

- john@company.com → marketing.com
- sarah@company.com → marketing.com, blog.company.com
- mike@agency.com → marketing.com

2. Send invitations one by one:

Follow the standard process for each user
Track sent invitations in spreadsheet
Follow up on pending acceptances

3. Track progress:

User              | Email Sent | Status   | Sites
john@company.com  | 2024-01-15 | Accepted | marketing.com
sarah@company.com | 2024-01-15 | Pending  | marketing.com, blog.company.com
mike@agency.com   | 2024-01-16 | Accepted | marketing.com

Granting Access to All Sites

To give a user access to all current and future sites:

Current limitation: Fathom doesn't have an "all sites" option for team members. Only the account owner has automatic access to all sites.

Workaround:

Add user to each site individually
Remember to add them to new sites as created
Consider making them owner if they need full access (transfers ownership)

Special Cases

Client Access (Agency Use Case)

Scenario: Agency managing client's analytics

Setup:

Create site for client domain
Invite client with access to their site only
Client sees only their data
Agency owner sees all clients

Recommended client invitation email:

Subject: Your Website Analytics Dashboard

Hi [Client Name],

Your website analytics dashboard is ready! I've set up Fathom Analytics to track your site performance.

To access your dashboard:
1. Check your email for the Fathom invitation
2. Click to accept and create your account
3. View real-time data for your site

You'll have read-only access to view:
- Pageviews and visitor counts
- Traffic sources and referrers
- Goal conversions
- Device and browser statistics

The data is privacy-friendly (no cookies, GDPR-compliant) and updates in real-time.

Questions? Reply to this email.

Best regards,
[Your Name]
[Agency Name]

Temporary Access (Consultant/Contractor)

Scenario: Grant temporary access to contractor

Setup:

Send standard invitation
Document access grant date
Set calendar reminder to revoke access when project ends
Remove access when project completes

Best practice: Include access duration in initial communication:

"I'm granting you access to our analytics for the duration of the project
(estimated 3 months). Access will be revoked when the project completes."

Developer Access

Scenario: Developer needs to verify tracking implementation

Setup:

Grant access to relevant site(s)
Provide goal IDs and implementation details
Access to verify events are firing
Remove access after implementation complete (optional)

Tip: Developers may only need temporary access for setup/debugging.

Troubleshooting

Invitation Not Received

Possible causes and solutions:

1. Email in spam/junk folder

Ask user to check spam
Whitelist @usefathom.com

2. Incorrect email address

Verify spelling
Resend to correct address
Remove incorrect invitation

3. Email delivery issues

User's email server blocking Fathom
Request IT to whitelist sender
Try alternate email address

4. Firewall blocking

Corporate firewall blocking email
Contact IT department
Use personal email temporarily

Cannot Send Invitation

Possible causes and solutions:

1. Not account owner

Only owners can invite users
Request owner to send invitation
Or transfer ownership (if appropriate)

2. Plan limit reached

Check team member limit
Upgrade plan
Or remove inactive users

3. Site not properly configured

Verify site exists and is active
Check site settings
Contact Fathom support

User Accepted But Can't See Data

Possible causes and solutions:

1. Wrong account

User logged into different Fathom account
Verify correct email used
Re-send invitation if needed

2. Sites not granted

Check which sites user has access to
Add missing sites
User refreshes dashboard

3. Browser cache

Clear browser cache
Try incognito/private mode
Try different browser

4. No data yet

Site might be new with no traffic
Verify tracking installed
Check if data is being collected

Best Practices

Security

1. Verify recipient identity

Confirm email belongs to intended person
Use work emails when possible
Avoid shared email addresses

2. Grant minimum necessary access

Good: Grant access to specific sites user needs
Avoid: Grant access to all sites "just in case"

3. Document access grants

Maintain list of who has access
Include grant date
Note reason for access
Set review dates

Communication

1. Set expectations upfront

Explain read-only access
Clarify what they can/cannot do
Provide support contact
Share relevant documentation

2. Provide context

Explain which sites they're accessing
Share key metrics to watch
Provide reporting schedule (if any)
Offer training if needed

Organization

1. Use consistent naming

Clear site names in Fathom
Easy to identify when granting access

2. Track invitations

Spreadsheet of sent invitations
Note acceptance status
Set reminders for follow-up

3. Regular audits

Quarterly review of all users
Remove inactive users
Update access as needed

After Adding User

Follow-Up Checklist

Within 24 hours:

Verify user received invitation email
Confirm user accepted invitation
Check user can access dashboard
Ensure user sees correct sites

Within 1 week:

Ask if user has questions
Verify user understands dashboard
Document access in tracking sheet
Add to team communication channels (if applicable)

User Onboarding

Provide new users with:

Dashboard tour (if time permits)
Key metrics guide for your specific sites
Reporting schedule (if you send regular reports)
Support contact for questions
Fathom documentation link

Summary

Adding a user to Fathom Analytics is quick and simple:

Navigate to Settings > Team
Invite user by email
Select sites to grant access
Send invitation
Verify user accepts and has access

The process is secure, straightforward, and gives you full control over who can see your analytics data.

Next Steps:

Additional Resources:

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